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Mezzasalma Advisors’s Coca-Cola Consolidated COKE Stock Holding History

Mezzasalma Advisors’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Buy
20,195
+5,280
+35% +$983K 0.77% 38
2026
Q1 		$2.86M Buy
14,915
+2,403
+19% +$421K 0.73% 35
2025
Q4 		$1.87M Buy
12,512
+2,852
+30% +$418K 0.45% 50
2025
Q3 		$1.13M Buy
9,660
+2,047
+27% +$237K 0.29% 53
2025
Q2 		$850K Buy
7,613
+953
+14% +$115K 0.26% 55
2025
Q1 		$899K Buy
6,660
+2,170
+48% +$292K 0.31% 51
2024
Q4 		$566K Buy
+4,490
New +$562K 0.18% 66

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mezzasalma Advisors's COKE Position: Q2 2026 in Review

Mezzasalma Advisors increased its Coca-Cola Consolidated (COKE) stake by 35% in Q2 2026, buying an estimated $983K and bringing the position to 20,195 shares worth $3.86M. The position accounts for 0.77% of the portfolio, ranked #38.

Mezzasalma Advisors first reported a position in COKE in Q4 2024 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Mezzasalma Advisors held 20,195 shares of Coca-Cola Consolidated worth $3.86M as of Q2 2026.
  • Mezzasalma Advisors bought 5,280 Coca-Cola Consolidated shares in Q2 2026, an estimated $983K.
  • Coca-Cola Consolidated made up 0.77% of Mezzasalma Advisors's portfolio in Q2 2026, its #38 holding.
  • Mezzasalma Advisors first reported a position in Coca-Cola Consolidated in Q4 2024 and has held it in 7 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.